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KDEC

Innovator U.S. Small Cap Power Buffer ETF - December

Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
FSA Advisors
Michigan
$333K – – –
MFS
27
Miller Financial Services
Michigan
$333K +$318K +13,841 New
GFG
28
Grantvest Financial Group
New Jersey
$281K – – –
AFGAS
29
Allegiance Financial Group Advisory Services
Virginia
$268K – – –
FPAS
30
Focus Partners Advisor Solutions
Missouri
$268K +$256K +11,141 New
PF
31
Phoenix Financial
Israel
$256K -$55K -2,390 -18%
DI
32
Diligent Investors
California
$228K – – –
BAM
33
Belpointe Asset Management
Nevada
$207K +$199K +8,633 New
VPF
34
Vantage Point Financial
Illinois
$203K +$194K +8,453 New
HI
35
Harbour Investments
Wisconsin
$150K -$1.96K -85 -1%
AWM
36
AE Wealth Management
Kansas
$116K – – –
UBS Group
37
UBS Group
Switzerland
$111K +$106K +4,611 New
WTFG
38
Wood Tarver Financial Group
Idaho
$103K – – –
WP
39
WealthShield Partners
North Carolina
$96.1K – – –
DFA
40
DHJJ Financial Advisors
Illinois
$76.3K -$5.29K -230 -7%
IA
41
IFP Advisors
Florida
$55.7K +$11.5K +502 +28%
CFD
42
Creative Financial Designs
Indiana
$43.3K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$36.3K – – –
FFA
44
Farther Finance Advisors
California
$24K +$23K +1,000 New
CW
45
Curio Wealth
Maryland
$12K +$11.5K +500 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$4K +$92 +4 +3%
MWM
47
Maltin Wealth Management
New Jersey
– -$440K -19,220 Closed
BFG
48
Berger Financial Group
Minnesota
– -$332K -14,479 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
– -$277K -12,108 Closed
Jane Street
50
Jane Street
New York
– -$259K -11,319 Closed